Why defining financial freedom could help you achieve it
11 June 2025
Many people want to achieve “financial freedom”, but it can mean different things to each person and is influenced by other lifestyle goals. So, defining what it means for you could help you create a tailored financial plan that turns it into a reality.
How to use the gifting from income rule to reduce your estates Inheritance Tax bill
11 June 2025
Gifting from your surplus income is an often-overlooked estate planning option that could help reduce the amount of Inheritance Tax your family pays on your death.
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Report Social connections and kindness essential for wellbeing
11 June 2025
The 2025 World Happiness Report has highlighted the importance of social connections and caring for the people around you for building a happier world. Read on to discover more about the findings and how you can take a more active role in your local community.
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Simple mental exercises to keep your brain sharp
11 June 2025
If maintaining your health as you get older is one of your top priorities, it’s important to include mental workouts in your exercise regime as well as physical activity. Discover 10 simple mental exercises that will keep your brain sharp.
Investment market update May 2025
11 June 2025
While many regional markets recovered some of the losses they experienced in April in May 2025, uncertainty may still be affecting the performance of your investments. Read about some of the key factors that influenced the investment market recently
Investment market update February 2025
11 March 2025
While headlines painted a gloomy picture of market conditions due to trade tariffs and geopolitical uncertainty, there were highs for investment markets in February. Discover some of the factors that may have affected the performance of your investments.
5 ways to make nature part of your routine
11 March 2025
How much time do you spend in nature? If you’d like to find more reasons to head outside as the weather gets warmer, read on to discover five ways you can make nature part of your routine.
6 estate planning lessons you could learn from the Murdoch family dispute
11 March 2025
The messy dispute over who will retain control of Rupert Murdoch’s media empire when he passes away has been grabbing headlines. While you might not be passing on assets that rival Murdoch’s, conflicts can still arise and being proactive might help you avoid them.
How to reduce your Capital Gains Tax bill in 2025
11 March 2025
Higher Capital Gains Tax (CGT) rates could mean you face a higher bill in the future as HMRC collected a record amount towards the end of 2024. Fortunately, there could be some steps you might take to reduce your CGT liability.
3 retirement financial shocks that could affect your finances
11 March 2025
A survey suggests that over-50s are consistently overlooking potential financial shocks when creating a retirement plan. While you might feel financially secure as you near the milestone, there are still risks that could derail your long-term financial security.
How financial planning could help you overcome decision paralysis
11 March 2025
Around half of adults in the UK have delayed important tasks because they feel overwhelmed. Whether you’re putting off making decisions because there’s too much information to process or you’re worried about making the “right” choice tailored financial planning could help.
Investment market update November 2024
04 December 2024
In November, US citizens voted for their next president, and it affected investment markets around the world. Find out what else may have led to market volatility and impacted the performance of your investments.